Let's Start the Conversation

Your wealth deserves a quarterback.

Complete the form below and we'll reach out to discuss how 12 Stones can integrate your business and personal wealth into one cohesive strategy.

Fiduciary Standard

Integrated Planning

Complexity-Based Pricing

Complex compensation, equity plans, and multi-year tax strategies that need a dedicated financial leader.

RSU & ISO optimization

Deferred compensation

Executive benefits

Business and personal wealth finally connected. Exit planning, entity structuring, and growth strategy.

Exit & succession planning

Entity optimization

Business valuation

Family office infrastructure without the family office cost. Wealth that spans generations.

Trust & estate strategy

Family governance

Philanthropic planning

Tell Us About Your Situation

This takes about 3 minutes. Your information is confidential and will only be used to prepare for our conversation.

Answer a few questions about your financial situation, goals, and current advisory team. We'll review your information and reach out within 24 hours.

Share your situation, goals, and current advisory team. Takes about 3 minutes.

Our team reviews your information and prepares a tailored approach for your discovery call.

We'll schedule a 30-minute call to discuss your needs and determine if we're the right fit.

Prefer to schedule a call directly?